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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1701
Trek Financial
Arizona
$725K +$19.1K +220 +3%
LWMM
1702
Legacy Wealth Management (Mississippi)
Mississippi
$722K +$13K +150 +2%
SMC
1703
Smith, Moore & Co
Missouri
$721K -$1.73K -20 -0.2%
AWA
1704
Aaron Wealth Advisors
Illinois
$720K +$16.5K +190 +2%
AAM
1705
AMI Asset Management
California
$717K -$4.33K -50 -0.6%
C
1706
Certuity
Florida
$716K +$68.5K +790 +10%
PWM
1707
Paulson Wealth Management
Illinois
$715K -$15.6K -180 -2%
SAG
1708
SageView Advisory Group
California
$715K +$126K +1,450 +20%
QC
1709
Quent Capital
New York
$714K +$104K +1,200 +16%
JF
1710
JSF Financial
California
$709K +$740K +8,540 New
MSS
1711
Mitchell Sinkler & Starr
Pennsylvania
$707K +$324K +3,740 +78%
AR
1712
Apeiron RIA
Texas
$703K -$43.3K -500 -6%
SWM
1713
Shelton Wealth Management
Texas
$702K +$14.7K +170 +2%
RTC
1714
Riverview Trust Company
Washington
$702K – – –
PFA
1715
Pathway Financial Advisors
Vermont
$698K +$197K +2,270 +37%
SFP
1716
Sandbox Financial Partners
Maryland
$698K -$54.6K -630 -7%
SFG
1717
Synergy Financial Group
California
$695K +$87.5K +1,010 +14%
AC
1718
Albar Capital
United Kingdom
$694K +$725K +8,360 New
MAWA
1719
Moss Adams Wealth Advisors
Washington
$694K +$14.7K +170 +2%
CWM
1720
Cahaba Wealth Management
Georgia
$694K -$54.6K -630 -7%
EL
1721
EMFO LLC
Florida
$694K +$455K +5,250 +169%
VEA
1722
Virtus ETF Advisers
New York
$692K -$340K -3,920 -32%
RA
1723
Rational Advisors
New York
$684K -$376K -4,340 -34%
RZH
1724
Relyea Zuckerberg Hanson
Connecticut
$682K +$16.5K +190 +2%
YIA
1725
YHB Investment Advisors
Connecticut
$680K +$54.6K +630 +8%
67 68
69
70 71